---
title: Updating HubSpot Deal
description: These are the steps to follow as a deal progresses through the sales process.
---

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# Updating HubSpot Deal

## These are the steps to follow as a deal progresses through the sales process.

#### Instructions

1. Log into [**HubSpot**](https://app.hubspot.com/reports-dashboard/2540262/sales).
2. Choose **Deals** under the **Sales** Tab on the Main Navigation bar.
3. In the Search Bar, **search the address** of our listing:
   
   ![](https://info.regoteam.com/hs-fs/hubfs/image-png-Dec-31-2021-03-57-24-91-PM.png?width=255&name=image-png-Dec-31-2021-03-57-24-91-PM.png)
4. Click on the Deal Name when it populates.
5. The Deal details will appear on the left-hand side of the screen:
   
   ![](https://info.regoteam.com/hs-fs/hubfs/image-png-Dec-31-2021-03-57-56-78-PM.png?width=325&name=image-png-Dec-31-2021-03-57-56-78-PM.png)
6. To update the deal, you will choose the next step in the drop-down menu under **Stage**. Choose the stage of the process where the deal is currently.
7. Based on your choice, you will have a **pop up** that will prompt you for more information, such as the close date, the sale amount, the deal name, property type, etc. Enter the information and click **Save**.
8. Select the **Contacts Name**, located on the right-hand side.
9. On the Contact Navigation Bar, **Select Tasks**
10. Complete the Overdue tasks, and mark complete by clicking the checkmark.
11. The checkmark will fill in and the task will be crossed off.

 

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